Overview

What is Pivotal Tracker?

Tracker is a story-based project planning tool from Pivotal Labs
that allows teams to collaborate and react to real-world changes instantly. It's based on agile software methods,
but can be used on a wide range of projects.

Tracker maintains a prioritized backlog of project deliverables, broken down into small, estimated pieces, called
stories. It dynamically groups these stories into fixed segments of time, called iterations, and it predicts progress
based on real historical performance (velocity).

Pricing and Payment

How much does a Pivotal Tracker subscription cost?

There are a number of different subscription plans available. Most are listed on our
Pricing page. There are larger plans listed on the Plans & Billing
page for a Tracker account you own or are an admin for. To get to this page, click Accounts under your username at
the top right of Tracker, then click Manage Account.

How does the 30-day free trial work?

If you signed up for Tracker before being invited to a project in your company's account, even if you do
not have any projects in your personal account, you will still see notifications that the free trial is ending. If
you find any projects you are using are in read-only mode after the free trial expires, you either need to
pay for the account the projects are
in, move those projects to a paid company account, or make sure
you your usage fits within the free plan limits.

What happens after the end of the free trial?

If you do not upgrade your account to one of the paid plans, it will automatically transition to the free
plan. If your usage exceeds the limits of the free plan, your
projects will become read only until you either upgrade to a plan that supports your level of use, or lower the
number of active private projects, collaborators, and/or file attachments.

Is Tracker really free for public projects, individual use, nonprofits, and educators?

Yes! Paid (or sponsored) plans are required only in order to create private projects that don't fit within
free plan limits, free to participate in other users'
projects, free for public projects, and free for qualified nonprofits and educators.

Public projects: Projects that are publicly viewable, and the collaborators in these projects, do not count
toward any plan limits.

Nonprofits and educators: We provide sponsored (free) accounts for qualified nonprofit organizations, as well
as for educators at academic institutions, by request (see below).

How can I request a free plan for my nonprofit or academic institution?

Sponsored (free) plans are available for qualified, tax-exempt nonprofit organizations as well as
accredited academic institutions and educators. They include unlimited private projects.Note: If you are student please ask your teacher,
supervisor, or any full-time staff member to complete these steps for you.

Sign in to Tracker. Then click on Accounts,
under your user name at the top right of Tracker. Click Manage Account on the account for which you'd
like to request a nonprofit or academic plan, and go the Plans & Billing page. To create a new account for
this request, click Create Account link on your Accounts page (read more about accounts
here).

At the bottom of the account's Plans & Billing page, under the plans list, click the link under the section
titled Free plans for nonprofits and academic institutions. This will take you to a request form.

Fill out this form, and let us know what type of plan you're requesting (e.g., academic, nonprofit, or
other) the name of your organization and its URL, and a brief description of how you plan to use Tracker.Note: Providing a URL showing your full-time position at the nonprofit or academic institution (e.g.,
in the Faculty and Staff directory) helps us answer requests more quickly. Alternatively, your account owner’s
login can use an email address from the domain of your nonprofit.

You'll receive an email when we process your request, typically within 5 to 7 business days.

I am a student; do I qualify for a free plan?

We encourage the use of Tracker to help with your studies, and have a number of options available. If you do not
require privacy for you projects, you can make your Tracker projects public, which are free with unlimited
collaborators. If you need private projects that won't fit within
free plan limits, please ask your professor or school to
request a special academic plan (see above). Your student projects can then be included under the academic
account.

What is the difference between Startup and Pro Plan email support?

All plans are eligible for email support, however requests from members of projects in accounts on Pro
plans are given priority. Pro Plan customers are typically answered within a few business hours.

All other questions to tracker@pivotal.io, including
those from Startup plan customers, are usually replied to within 1-2 business days.

For Feature requests and suggestions, if you're in a project, please use "Provide Feedback" in the
Help & Updates menu or email us at tracker@pivotal.io.

Can I get a refund?

Paid accounts can be downgraded or cancelled at any time, and you will not be charged again. We do
not offer refunds on any charges that have already been incurred for the current billing cycle.

How do I cancel my Tracker subscription?

We're sorry to see you go, but hopefully you'll be back one day. Meanwhile, to cancel your paid plan,
please follow the steps below:

Mouse over each project and click Archive then click OK on the confirmation dialog.

Return to the Plans & Billing tab and click Choose Plan next to Free.

Click Confirm Plan Change and you should be notified that "The account was successfully updated."

Note: Only the account owner can downgrade their account to the free plan. However, anyone the account owner has
made an account Administrator, can take over ownership of the account. Please see:
How Do I Transfer Ownership of an Account?

Alternatively, you can go the Settings page for the account, and click delete this account to stop using Tracker
completely. However, please print or save any receipts you might need on your Plans & Billing page before doing so.

When you downgrade to the free plan, you aren't credited for previous payments made and we don't offer refunds.
So, to get the benefit of your current payment, we advise waiting until just before your next payment is due to downgrade.

I'm not sure which plan I need; can I decide later?

Yes, you can start with the plan that suits your needs today, and upgrade later. If you're on a paid
plan and upgrade to a higher priced plan, you will be charged a prorated amount based on the remaining time
in the current billing cycle.

I have a discount or credit coupon code; where do I enter it?

You can redeem a discount or credit coupon after you sign up for Tracker, on the Plans &
Billing page of your account, as part of upgrading from the automatic 30-day free trial to a paid plan.
To use a coupon or discount code, follow these steps:

Go to your Plans & Billing page (click Accounts under your username at the top right of Tracker, then click Manage Account).

Click Choose Plan, next to the desired plan and choose Monthly or Annual billing.

Enter your credit card details.

Click Have a coupon code? Enter it here, then enter your code.

Click Apply.

Click Confirm Plan Change.

There are two types of coupons - "percent off" discounts, and dollar amount credits. Discount codes can be
used for any plan upgrade, but dollar credit coupon codes can only be used when upgrading from the free plan to
one of the paid plans. If you already have a paid account, and would like to use a credit coupon code, you can can
create a new account (using the 'Create Account' link on the account pages), upgrade it to a paid account (using
the credit coupon code), and then move your existing project(s) to this new account. Read more about accounts
here.

What does the term "collaborator" mean?

This is the total number of unique Tracker users that can be member(s) of the private projects in your
account with read/write project access. This includes yourself, if you are a member of any project in the account.
A given user only counts once, regardless of the number of private projects in your account that he or she is a
member of. Read-only members (i.e., viewers), and members of public projects
do not count toward collaborator limits.

Which forms of payment do you accept?

The only accepted form of payment is a major credit card, including Visa, MasterCard, American Express,
and Discover. We cannot process POs or issue invoices, and VAT is not included in any pricing/payment.

How can I edit my billing information or change the credit card on file?

How do I change my Tracker subscription plan?

To upgrade or downgrade your Tracker account, you must be the account's owner.

To upgrade or downgrade your Tracker account, or change credit card information, you must be the account's owner.
Click on Accounts, under your username at the top right of Tracker.
Select Manage Account for the account you plan to upgrade or downgrade.

Once you have opened the Plans & Billing page, to upgrade, click Choose Plan next to the plan you
wish to select. Credit card information will only need to be entered if you are upgrading from the Free Trial or
Free plan to one of the paid plans.

To downgrade your account, you will need to first make sure that the number of projects and the number of
collaborators will fit within the limits of the downgraded plan. We suggest
archiving a project to remove the project as well
as the project's members from any plan limits.

If an account is downgraded, no credit is issued for any previous payments made and we don't offer refunds. For
this reason, we advise waiting until just before a payment is due to downgrade.

Can I change my existing plan to Monthly or Annual billing?

To change your billing cycle starting from your next payment due date, you can
contact us so we can do this for you.

Alternatively, you can go to the account's Settings page (Username->Accounts->Manage Account->Settings), and
click on delete this account to stop using Tracker completely.

When you downgrade and upgrade, you aren't credited for previous payments made and we don't offer refunds.
So, to get the benefit of your current payment, we'd advise waiting until just before your next payment is due to
downgrade, then upgrade again.

Can my company pay by Purchase Order or receive invoices?

Not at the present time. Currently Tracker's billing is entirely paperless and requires a credit card,
either personal or corporate.

Where can I get a receipt for charges from Tracker?

Note: To receive emailed receipts, print a PDF receipt, or to change credit card information for a Tracker
account, you must be that account’s owner. The account owner or an account admin can
change ownership of the account.

You will receive a confirmation email when you sign up for your subscription to Tracker. If your account is still in
the free trial period when you subscribe, you will not lose the remaining time in your trial. The first credit card
charge will be made when the trial would have ended.

You will also receive email each time the credit card is charged for your Tracker subscription. In addition, there
is a View Receipt link in the Payment History section at the bottom of the Plans & Billing page for each
transaction for your account. You can click this link to open a more formal and detailed printable receipt page for that specific transaction.

Note: Unfortunately, our billing system does not currently allow us to email attachments for the detailed
receipt. In addition, it is common for emails with attachments to be blocked by corporate spam filters.

To find your Plans & Billing page, click Accounts under your username at the top
right of Tracker. Then select Manage Account for the account you plan to upgrade or downgrade.

If you have specific information you wish to see on the receipt, you can add notes that will be included when you
print receipts. To do this, go to the Plans & Billing page, and scroll down to the middle section,
Billing Information. Click Edit at the right of the section header. Enter the text that you
want to be included on your receipts into the Notes on Receipt box, and then click Save. After this, when you click
on any of the View Receipt links in the Payment History section, the Notes on Receipt text will be included
in the receipt page for you to print.

To change the account name, which appears on the receipt, you can go the Settings page for the account.
Click Settings to the right of Plans & Billing when you are on the Plans & Billing page.

Are the API and external integrations included in all plans?

Yes, all plans, including the free plan, include full access
to the API as well as external integrations.

Do I need multiple Tracker logins to support different activities?

No, you can create and manage multiple accounts (e.g., to separate your personal projects from your work
projects). More on accounts here.

Privacy & Security

Who can see my email address?

Members in your projects can see your email address in the project member list. Viewers in your project cannot see your email
address in the project member list.

If you are a project owner, account owner or account admin, you can see the email address of
anyone in the project or account in the project member list, account member list, or when inviting new members via autocomplete.

This balances privacy and usability. For instance,
when you're inviting someone to a project by email address, the autocomplete field will suggest someone who's on
another one of your projects, but it won't let you browse the entire universe of email addresses known to Tracker.

If you need more privacy, a project owner, account owner or account admin, can select Hide email addresses in
Project Settings. This setting will allow only the project owner,
account owner or account admin to see email addresses in the project's member list.
It also means that when inviting new members to other projects, then the email addresses of anyone in the 'hidden emails' project
will not be autocompleted, unless that person is also invited to projects that do not have "Hide email
addresses" selected.

Note: Even if someone else invites you to Tracker, only you can see and make changes in your
Profile (under your username at the top right of Tracker).

Can anyone see my project or know that it exists?

Your project is accessible only to the account owner, any account admins, and those people who you
explicitly invite to the project, unless you've made the project public
(in which case anyone who knows the project's URL can see it). Please see our Privacy Policy
for more details on content and privacy.

Who has the rights to my stories?

We don't have any rights to your content, except for the purpose of operating Tracker as a web-based service.
Your data belongs to you. We don't aggregate or analyze the content in any way, just the statistics (e.g., the number
of stories done, the number of points, total members per project, etc.).

Is my data backed up?

We do back up your data. It lives on RAID volumes at our hosting provider and the database is regularly
backed up (encrypted) to a redundant data center. Backups are kept for 21 days.

What is your data deletion policy?

We retain all project and story data indefinitely, regardless of account or subscription payment status,
until a given account is explicitly deleted by the account owner, using the "delete this account" link on the
Account Settings page. When an account is deleted, all contained project data is deleted and stops being accessible.
Read more about accounts here. Other policies, including our privacy policy, can be found
here.

How secure is my data?

The security and privacy of your personal, payment, and project information is very important to
us. Tracker runs in an an enterprise grade hosting environment, we employ industry-standard means to protect
your data, and all plans include SSL encryption. Credit card information is stored by
Braintree, a highly trusted, Level 1 PCI DSS-compliant
payment gateway and payment-processing provider.

Can Tracker be installed on our own servers?

Pivotal Tracker is primarily available as a web-based, Software-as-a-Service (SaaS) product, but a private
instance may be available for your organization's private cloud environment. Please get in touch by
email for more details.

Projects

What is a project?

A project can be anything that you or your team works on that delivers some value, and that is large enough
to benefit from being broken down into small, concrete pieces. Tracker is designed primarily for software
development, but it's commonly used for other purposes (e.g., to help organize a marketing campaign, for general
productivity, etc.).

How can I create a new project?

There are several places in Tracker where you can create a project, but the first you will probably see
is Create Project on the Dashboard. Just enter a name for the project, create
or select an account for it to go in, and hit Enter. You'll be taken to the new project, where you can immediately
start adding stories.

How do I use, expand, and collapse the Sidebar?

At the left of the project page, there’s a collapsible navigation Sidebar that leaves more space for
your stories.

You can leave the Sidebar open all the time, or click the icon
at the top left so it autoexpands and collapses. The Sidebar also allows easier access to integrations,
saved searches, and the Stories panel for your
favorite epics.

Note: Mousing over the icons at the top of the Sidebar will tell you what they are. All of them are clickable.

How do I change project settings, such as iteration length?

Only project owners can change project settings. If you are a project owner, click the Settings icon
on the Dashboard for the project you want to change. You can also access the Settings page
from within a project you own by clicking the Settings icon toward the top right of the Sidebar (the Sidebar is
always on the left-hand side of the page).

How do I leave a project?

You can find the option to leave a project at the bottom of the
Project Settings page. Alternatively you can click
Accounts under your username at the top right of the Tracker page, mouse over the project you no longer need
to work with, then click the Leave link.

Note: You can't leave a project if you're the only owner; you must make someone else an owner of the
project first (on the project’s Members page).

Can projects be deleted?

Yes, you can delete projects by mousing over them, then clicking Delete on the
Accounts page or by clicking delete toward the bottom of the
Project Settings page. Only owners of the project,
the account owner, or an account admin can delete projects. Unlike archived projects, deleted projects are removed
and you cannot recover them.

How do I archive a project, and what does it mean?

If you are an owner of a project, the account owner, or an account admin, you can archive a project by
mousing over it, then clicking Archive on the Accounts page or by clicking Archive toward
the bottom of the Project Settings page.

Archiving a project removes it from the Dashboard and other pages, and makes it
invisible to all but owners of the project, who will only see it in their list of archived projects. None of the
project data is lost, and the project can be unarchived at any time.

How can I see my archived projects?

From the Dashboard, click Show all to see all
projects (and workspaces), and click the \"Show archived projects\" checkbox at the top of the projects list.

Note: Only an owner of a project, the account owner, or an account admin can see and unarchive a project.

You can also click Accounts under your username at the top right of Tracker, then click Manage Account,
followed by Projects, then click Show Archived Projects toward the bottom of the page.

What are public projects?

By default, all projects in Pivotal Tracker are private, and accessible only to users you explicitly
invite. Public projects are visible to anyone, in read-only mode, whether they are signed in to Tracker or not.
However, they still have to be an invited project member, and must sign in to make changes.

Projects that are public can be accessed by anyone if they know the URL, and public projects appear in the
public projects directory. They are intended for use with open-source
software development, or any initiative that does not require data privacy. Public projects do not count toward
project or collaborator limits on any plan.

How can I make my project public?

As a project owner, you can make your project publicly visible
to everyone on the Internet by enabling the Public Access option on the
Project Settings page. This is the only way that
a project can become public; all projects are private by default.

How do I set the project's start date?

In most cases, you do not need to explicitly set the project's start date, as the system will dynamically
calculate the project's start date based on the first accepted story.

However, there are some cases, especially on projects with multi-week iterations, in which the system's calculated
start date doesn't match the actual start date of the project. In this case, you can explicitly set the project's
start date on the Project Settings page. The start
date needs to be before the project's first accepted story, and the start date's day of the week needs to match the
"Start Iterations On" setting.

Note: Even if you enter a project start date in Project Settings, if that date is later than the accepted
on date of the earliest accepted story in your project, Tracker will base the project start date on the first
accepted story.

How can I have separate or combined current and backlog panels?

You can split your Current/backlog panel into separate panels, or re-combine them, by clicking the icon at the bottom of the panel.

Can I open multiple panels of the same type?

Yes, you can duplicate most panels using the Clone Panel option in the Panel Settings menu
at the bottom right of the panel. This comes in handy when reorganizing a backlog or icebox with a large number of stories.

How do I move panels?

Panels can be rearranged in any order. The order you choose will persist in your project and also in your
workspace. Just drag a panel header so you can drop it into a different order.

Note: No one else’s project view is affected when you change your panel order. Project and workspace
layouts are personal to you (and can’t be shared). Layouts are also unique to each project and workspace.

How do I change panel widths?

Click Auto at the bottom of the Sidebar to toggle to Fixed mode. Then you can use the slider to adjust panel
width for better performance and more stable vertical position of stories. While in this mode, you can double-click
any panel header to autofit panels to browser width.

Is there a way to jump between my projects easily?

When on a project page, click the project name at the top left to see a list of your most frequently used
projects, and the Show All Projects option. There’s also a Show All option toward the top
left of the Dashboard.

How can I work effectively across multiple projects?

Multi-project Workspaces allow you to add multiple projects to a workspace so that you can
search across multiple projects, view project backlogs side by side, and
plan with the big picture in mind. To create or use a workspace, go to the Projects dropdown (at the top left of
Tracker), or the Dashboard.

You can move panels and set a color for each project to distinguish among
projects in your workspace (see the next topic).

How can I set up multi-project Workspaces?

To set up your first workspace:

Select Create Workspace from the Projects dropdown (at the top left of the Tracker page) or the
Dashboard.

Enter a name for your Workspace and click Create Workspace

Follow the on-screen directions in the Sidebar to add projects.

To make changes to its name or delete the Workspace, click on the Workspace Settings icon
in the Sidebar and select Settings. Note: Each project has a color to help you quickly differentiate between the backlogs in your workspace.
While in the Add/Remove Projects list, click on the color box to the left of the project name to select a
different color. The change applies only for your workspace. Each user gets to select their own project colors.

Once you have selected the projects and colors you want, click Save Workspace Changes.

To change the name of your workspace or delete it, click on the Workspace Settings icon
on the Dashboard (or in the Sidebar), then select Settings.

Note: Workspaces are personal to you, no matter what the workspace name is. You can’t share them.

Project Members

What are the differences between Project Owners, Members, and Viewers?

Other than the account owner or any account admins, only project owners can add and remove members and change
Project Settings. Project members and owners can
create, edit, move, and delete stories, as well as add comments. Only the person who added a comment, or a project
owner, can edit or delete a comment. Viewers can't make any changes or follow stories; they can only view stories.
Owner, member, and viewer are the only three roles in Tracker for project members. They are separate from
account member roles.

How can I add new members to a project that I own?

From within a project, click on the Project Members icon
or Add/Remove Members under the
Settings icon
toward the top of the Sidebar.

In the "Add a project member" field, you can use the full name, the email address, or this format:
James T. Kirk (JTK) kirk@starfleet.edu

As you type, you may see a list of suggestions. If the correct person's name appears, select it.

Select the role the person will have in your project.

Click Add. If you selected a name, an invitation will be emailed to that person. Otherwise, make sure
their email, name, and initials are correct, then click Send Invitation.

Note: If you accidentally enter the wrong details for someone, only they can make changes via their Profile
(under their username at the top right of Tracker) after the invitation is sent.

Alternatively, you can click “Add members from list” to select from existing account members.

Finally, if a project containing the person you wish to add, has Hide email addresses selected
in Project Settings, their email address will not
be autocompleted.

Can I invite others to join Tracker?

If you're a project owner, you can invite anyone with an email address to your project. If they don’t
already have a Tracker login, clicking the link in their invitation email will allow them to set one up.

Invitations are sent instantly, but if they don’t receive the email within a few minutes, please see
this topic.

Accounts

What is the difference between an account and a user?

Accounts in Tracker are separate things from personal user logins. A user's login is always associated
with an individual—their email address, an optional username and their private password. That login can own
or be a member of one or more accounts, and accounts are, effectively, containers for projects.

Accounts allow you to group projects. For example, you might create, or be a member of, an account for your company projects,
and have a separate one for your personal work. Every project belongs to an account. You can create as
many accounts as you'd like - but each must be paid for and/or managed separately. Accounts also allow you
to share administration responsibilities by designating other users as administrators. Admins can do
everything the owner can, except upgrade and downgrade the plan the account is on or manage credit card
details. An admin can take over ownership, however, if they
need to perform those functions. The account owner or admins can create projects in the account. To allow anyone
else to create projects, the owner or an admin will need to give them Project Creator permission via the Actions
menu on the Account Members page.

What happens when I delete an account?

Deleting an account causes all projects in that account to be removed. You will also lose access to any
past receipts, so please be careful. You might prefer to
cancel your account by archiving or deleting projects and
making sure it is downgraded to the free plan.

What are account members?

Account members are Tracker users associated with a particular account, for the purpose of working together on
projects and sharing administrative capabilities. You do not need to add users to the account members list
explicitly because it will populate automatically as you invite people to projects in the account. The Account Members page
gives you more control and visibility into your account, however, which can be useful for larger companies, with many
projects and people. Account members sharing administrative capabilities can have the following roles:

Owner: By default, this is the person who created the account. The account owner can view and change any
project in the account, add/remove project members, change
Project Settings, etc. The owner is also
responsible for managing the account's paid subscription, and receives all billing-related emails, including
payment receipts. An account can have only one owner.

Admin: These are additional people who can administer projects in the account, add/remove members, or change
project settings. Admins have the right to
change people's roles, meaning they can add additional admins, and they can also transfer the ownership of the
account to any other admin. Admins should be trusted people within your organization.

Project Creator: Anyone designated as a Project Creator can create projects in the account, in addition
to the account owner and admins.

Note: Account members are not automatically given Project Creator permission in the account. That can
only be set, per person, on the Account Members page.

How do I allow someone to create projects in my account?

If you want any account members to be able to create projects in your account, please give them Project Creator permissions as follows:

Click the Accounts option in the menu under your username at the top right of the Tracker page.

Click Manage Account, then click Account Members.

Click on the Actions link to the right of the appropriate name, check the Project Creator box in the pop-up
that opens, and click Save.

How do I make someone an account administrator?

To give someone permission to administer your account:

Click the Accounts option in the menu under your username at the top right of the Tracker page.

Click Manage Account, then click Account Members.

Click on the Actions link to the right of the appropriate name, choose Admin in the Account Role menu in the
pop-up that opens, and click Save.

How do I transfer ownership of an account?

The owner of an account is a special "admin" who is responsible for managing the account's paid
subscription, and receives all billing-related emails, including payment receipts. An account's owner (or any
admin) can change the owner of the account via the Actions menu on the Account Members page. There can only be one
owner, but an account can have multiple admins.

How can I add and remove people from my account?

Adding, removing, and changing account-level permissions for people can be done on an account's Members page.

Note: Though you can add people to projects
in an account here, you can also add them via a project's Members page.

Select Manage Account for the account you which to manage membership for.

Click Account Members.

Click Add Member, enter an email address, and select the desired account role. Then click Add.Note: If you want a member to have project creation permission in your account, check the Project Creator
box. The owner and account Admins have that permission without needing the box to be checked. Also, there can only
be one Account owner.

Optionally, click the Actions menu next to the newly added member’s name and click Add to Projects to add the
person to all projects or individual projects in the account, after clicking Save. (They can also be
added from within a project via Add/Remove Members under the Settings icon
in the Sidebar.)

Note: You can add someone in accounting to the account as an admin so they can print receipts without adding them to projects. Then they will not count against plan collaborator limits.

Select Manage Accounts for the account you which to manage membership for.

Click Account Members

Click Actions to the right of the newly added member’s name and click Remove Member.

Click RemoveNote: This will remove the person from the account and therefore from all projects in the account.

What happens when you remove people from an account?

When someone is removed from the account and therefore from all projects in the account, this will not
change projects, stories, assignments, project and story history, etc.
Their work will still be recorded in the projects that they have worked on. Also, their name will appear with
<inactive> next to it in the stories they have worked on, but as they are no longer collaborators they will
not count against the collaborator limit.

So, no problems are caused by removing a user from an account. However, you need to make sure that the person
you are removing is not the sole owner of a project, before you can remove them.
There has to be at least one owner per project. Likewise, if the person is the account owner, you have to make
someone else the owner before they are removed from an account.

Can I move projects between accounts?

Yes, project owners can change the account that a given project is associated with. Go to
Project Settings and click on the Change Account
link next to the account name (toward the top of the page). You can move the project to any account in which you
are the owner, an admin, or have permission to create projects. For more information, please see
moving and consolidating
projects under one account.

What if I need to limit who can be invited to projects in my account?

Normally, project owners can invite anyone to their projects. If you'd like to restrict project memberships
to people explicitly listed on the account (e.g., employees of your company), you can choose the Restrict
Project Members option on the Account Settings page. If enabled, only explicit account members can be added to projects.
Explicit account members can be managed on the Account Members page.

Stories

What is a story?

A story is small, concrete deliverable for your project. Typically, on a software project, it's a concise
description of some functionality, and is usually written from the perspective of the user. A good story is
understood by everyone on your team—developers, product owners, and users—and describes something that can be
verified and accepted by the project's customer. A simple example: "A user should be able to add a product to
their shopping cart".

How do I add a story?

Click Add Story in a project’s sidebar, or use the keyboard shortcut
"a" to start adding a new story to the Icebox.

You can also add new stories directly to the Backlog or to an Epic by clicking on the Add Story icon
at the top right of their panel headers.

How do I add and remove owners in a story?

If you click Start on a story, you will automatically become its owner.

However, if more than one person is working on a story at the same time, up to three can be added. Just click
+ to the right of the Owners row in an expanded story. To remove someone, click their initials in the Owners
row, then click Remove.

How do I save a story?

The only time you ever click Save is when you first add a story (or epic). After you’ve saved a story
that one time, most changes are saved instantly as soon as the change is made.

The exceptions are the Description, Comments, and Tasks, where you need to click Done or Add (or close
the story) for those changes to be saved. For example, when you start a story, it remains open so you can keep
working and the rest of the team can see what you are working on.

There's an area right above the Description telling you when a story was last updated. Click on it to show when
the story was requested (i.e., created) and click again to toggle it back.

How do I select stories?

You can select one or more stories by clicking the selection checkboxes to the right of the collapsed story
titles.

If you'd like to select a range of stories, click the first checkbox that you want, then shift-click another
checkbox farther down the list to select that story and all the stories in between.

Note: Range select with shift-click only works in a single panel at a time, but you can select multiple ranges of
stories across the whole project.

Also, be sure to Deselect All when you are finished to avoid accidental actions on selected stories.

You can also find Select All and Deselect All options under the cog icon
at the bottom right of most panels.

How do I clone stories?

You can make a copy of one or more stories with the clone button
in the Bulk Actions that appear at the top left of the page after you have selected them.

You can also expand a story and clone it with the "Clone this story" button
to the right of its ID number. Cloned stories go to the top of the Icebox, and include the original story's title,
description, type, labels, and tasks.

How much detail should I capture in a story?

We like to think of stories as placeholders for ongoing conversations, and tend to keep stories short,
typically as brief as one sentence. It's possible to capture a longer description in the description field, though,
and converse about the story using story comments.

Can I break down a story into smaller tasks?

We recommend slicing your stories small, so that each describes a single, concrete deliverable or feature
that adds incremental value. With small stories, there is rarely a need to break things down further, but sometimes
developers like to keep a to-do list while working on a story. This is the purpose of the Tasks section in story
details, under the description field. Hover over a task to edit it, delete it, or move it up and down. You can also
check off a task when it's completed, but task status does not affect overall story status. If you do not wish to
use tasks on your project, you can go to your Project
Settings and uncheck the Enable Tasks option under General.

Can I format text in my stories?

You can use Markdown syntax to format text in Tracker, including bold/italic items, numbered and bulleted
lists, code blocks, headers, and images. You can also include a specific set of
emoji. For details, please see Markdown help.

Why are my stories moving from the backlog to the current panel?

By default, Tracker combines your current iteration and the rest of your backlog in one panel. This is to
give teams a single, unified view of all prioritized stories. However, if you have clicked the split Current/Backlog
icon at the bottom of the Current/Backlog panel, your current iteration will display in its own
panel.

Tracker automatically moves stories from the top of the backlog to the current iteration based on project
velocity. For example, if your velocity is 6, Tracker will move 6 points' worth of
stories to the current iteration, because that is what is projected to be completed. Even if they are separated,
think of the Current panel as a view of the top of the backlog. Stories should be organized so that the most
important are at the top of the Current panel, and flow back down through your backlog in priority order.

Note: The Initial Velocity setting in
Project Settings (the default is 10) is only used
if you do not have any Done iterations from which to calculate velocity (also if more iterations have gone by
without stories being accepted than are set for Velocity Strategy in Project Settings). The
Getting Started guide also contains helpful information.

Why won't my stories stay in Current?

Once your current iteration has stories with a total point value that fits within the current
velocity, any estimated stories that exceed your project's velocity (and those that
follow them) will remain in the backlog. They will move to the current iteration if you start them, but a story
should only be started when work actually begins on it. You can always use release
markers to help show items that are planned even if they don't “fit” in your Current panel.

Note: When you click Start, you become the owner of the story.

When do accepted stories move from Current to Done?

Accepted stories stay in the current iteration until the iteration is over, and a new one begins (usually
the following week, depending on how long your iterations are). At that point, the current iteration moves to the
Done panel, along with all stories accepted in the iteration.

Why can't I move done stories from Current to Done?

Accepted stories in the current iteration will move to the Done panel once the current iteration ends. For
example, if you are using the Project Settings
defaults (weekly iterations starting on Mondays), your current iteration will roll over next Monday morning.

Note: You can use the "Hide accepted stories" option at the top of the current iteration when you'd like
to focus on the remaining stories to be done.

Can I move multiple stories?

You can drag and drop multiple stories in the same way as single stories, after
selecting them. This will allow you to drag them together, or use some of the
other actions that appear at the top left when stories are selected, such as Add/Remove Labels, Move to Another
Project, Export to CSV, or Clone.

Note: Be sure to Deselect All when you are finished to avoid accidental actions on selected stories.

Why can't I move my started story further down the backlog?

It isn't possible to drag single or multiple stories that are started down among nonstarted stories in the
Current panel, nor to the Backlog or Icebox. Because work in progress should always be at the top of Current, when
you try to move them to those locations, Tracker keeps them where they are.

How can I quickly drag stories to the top or bottom of a panel, especially if the panel contains many stories?

While you are dragging a story, a panel will autoscroll when you get near the top or the bottom of a
panel. However, when you are dragging within a panel containing many stories, it can be slow to wait for the entire
panel to scroll by. You can use the Clone Panel option in the Panel Settings menu
at the bottom right of the panel to make this easier.

To drag a panel with many stories:

Clone the panel with the stories to be moved.

Select the stories in the first panel.

Scroll the second panel to the top or bottom using the scrollbar (which is much quicker than scrolling while dragging).

Drag the selected stories from the first panel to the second panel, either above the top story or just below the story at the bottom.

Note: If you are dragging multiple stories, be sure to Deselect
All when you are finished to avoid accidental actions on selected stories.

What if more than one person edits a story concurrently?

Your Tracker browser session is never more than a few seconds out of date with the server. If two people
make changes to the same story within that small window, Tracker picks one person’s changes and reverts the changes
made by the other. The person losing this arbitration receives a notification that their changes have been rolled back.

How do I find a particular story?

Use the Search field at the top of the Project page to find stories. The simplest way is to search by some
text in the story name or description, but more advanced searches are also possible. Searches are performed across
all story text (e.g., title, description, comments, tasks, requestor, owner, attachment filename, and attachment
description). You can click the Reveal button
to highlight the story in context.

You can also click any label to run a search for all stories with that label. Clicking a person’s initials in a collapsed story will perform a “mywork” search for them.

How can I find all stories that I own but haven't yet started?

Developers often wish to see all the stories they own but haven't yet started. The My Work panel will show
those (i.e., stories assigned to you that have not yet been started). It will also display the started stories that
you own, and all stories in Delivered status (i.e., ready for Accept or Reject) for which you are the requester.

How can I find all stories I've requested that are delivered and ready for me to verify?

Project managers often want to know what stories have been delivered and are ready for them to accept or
reject. The My Work panel will show all stories in Delivered status (i.e., ready for Accept or Reject) for which you
are the requester. It shows all stories that you own, including started stories and any stories assigned to you that
have not yet been started.

How can I copy a story's URL or ID to the clipboard?

Expand a story, and click on the chain link button
() in the top left
corner to copy the story's URL to the clipboard. The button will flash yellow to indicate that the URL has been copied.

You can also do this with the story ID; just click ID button to the left of the number.

Note: This copy-to-clipboard functionality uses Flash. If you are using Internet Explorer or Flash is
disabled in your browser, you'll see a text field with the story URL instead. You can double-click on text in your
browser to more conveniently select it for copying. If Flash is enabled but causes problems for you, you can disable
the Flash-based copy-to-clipboard feature on your Profile page under Click to copy.

Is there a way to link one story or epic to another?

To embed a link to a story or epic in the description, task, or comment of another story or epic, you can either copy and paste the story/epic URL, or use the short #STORY_ID (or ##EPIC_ID for epics) format. You can copy a story's URL or ID to the clipboard with the corresponding button in the top left corner of the expanded view of a story or epic (see above).

After you save the story or post the comment with the story link, the link will appear with a blue or purple background (purple is for epics), indicating that you can hover over that link with the mouse to see a quick preview of that linked-to story or epic. This works for stories/epics in the current project, as well as with stories/epics in other projects.

Note: This on-hover preview will only show you details of stories and epics from those projects to which you have access.

Can I see a larger or full-page view of a story?

Stories can be toggled to full-page mode by clicking on the arrow button
to the
right of the story title, in an expanded story. Stories appear in this full-page mode automatically, when following
a story URL (e.g., from an email). To shrink the story from the full-page view, and see it in context of the project,
click the arrow button
in the top right corner. The X button closes the story.

How can I use Story Densities to change the display for collapsed stories?

You can choose from multiple levels of story detail and density for your project or workspace. Click the
Story Density Mode icon
at the top of the Sidebar to try the different options.

Make stories easier to read by putting labels on a separate line with normal density, or increase the number of
stories you can view at a time on your screen by putting labels inline.

Reduce the noise in Minimal mode, hiding Points, Activity, and the Story Expand icons.

Projector mode optimizes stories by offering increased font sizes.

Note: When in the Minimal and Projector modes, double-click on stories to expand them.

How do I find the history for a particular story?

With the story expanded, click the clock icon
to the
right of the story ID. The Story History panel will open with the history for that story. Mouse over items like
"about an hour ago" to see the actual date and time something happened.

Note: If the story is over six months old, the complete history might not be displayed.

How will I know if stories I care about are being delivered, or have been rejected?

By default, Tracker emails the requester when the story is delivered. Tracker also emails the owner(s) when
a story is rejected. In both cases, they will also receive an
in-app notification. These notification options can be
changed on your Notifications Settings page, and only apply to the notifications that you receive.

Additionally, once you are following all the stories you care about, you can Search on:is:following (state:delivered or state:rejected)

Can I comment on a story via email?

Simply reply to a notification email from Tracker, and all of the text that you add in your reply
(above the copy of the notification your emailer automatically includes) will be added to that story as a
comment. For this to work, you must send the reply from the email address associated with your Tracker login.

How can I add Source Control Management (SCM) commit comments?

The Tracker API supports integration with post-commit hooks of Source Control Management (SCM) systems such
as Subversion, Git/Github, etc. When a commit is made to the SCM, a trigger can call the Tracker API to add a story
comment with the commit ID, author, and message. It can also optionally change story state.

For all the details, including commit syntax as well as instructions on how to enable SCM integration, please see
the API Help page.

Can a story belong to more than one project?

No. Stories are unique to a particular project, and cannot be associated with stories in other projects.
Similarly, labels and releases are all project specific.

Can I move a story from one project to another?

Yes. To move a story, or a group of stories, select them first. Then,
select Move to Project... in the options that appear at the top left of Tracker, and choose the project to which
you'd like the story or stories moved. You should see a message that the stories were moved, and there should a
history entry for the move as well, both in the source and destination project. Moved stories retain comments,
tasks, and attachments, as well as their own history of actions. It's also possible to move stories to a project via
the API. Simply do a story update with the target project's ID in the story's element. More on that on the
API Help page.

Note: If the move fails, it might be because the story was created with an integration (see below), or it
might be that you are trying to move a story with a point value that doesn’t
exist in the destination project.

Can I move a story created by an integration to another project, e.g. Bugzilla, Zendesk, Jira or Get Satisfaction?

Because each integration is project specific,
it is not possible to move stories that are linked to an external application from one project to another. However,
you can create a story in the new project, where you can provide a link to the original story or external item. You
can use CSV export/import for this if you remove integration
specific columns before importing.

Search

How can a search be refined?

Use the Search field at the top of the Project page to find stories. Searches are performed across all story text
(e.g., title, description, comments, tasks, requestor, owner, attachment filename, and attachment description). You
can click the Reveal button
to highlight the story in context.

Searches can be refined with the following modifications:

Note: Tracker is not fully internationalized at present, so you may experience some inconsistencies when
performing search queries using multibyte characters, such as Chinese or Japanese.

Important Characters

Quotes (")

These can be used to search for an exact phrase. Use quotes for search terms containing spaces, dashes, underscores, parentheses, etc.
"I find your lack of faith disturbing""all_too_easy"

Commas (,)

Commas can be used to search on multiple different values within the same search term, for the state, type, id and external_id search terms only. Do not include spaces before/after the commas.
state:started,unstartedtype:bug,choreid:1,2,3external_id:100,109

Spaces ( )

Searches and search filters can be combined by separating the terms with a space. The results that match every parameter will be displayed.state:started requester:DD label:"my stuff" keywordNote: colons after search keywords should not have spaces between them and the search term, e.g. has:labels should not have a space between has: and labels.

Minus (-)

All search criteria can be negated (for NOT searches) by putting a minus sign before the criteria, including words in stories.
-state:accepted-owner:DV-label:"ignore me"-shopping

Regular expressions including wildcards (*, ?)

Search for similar words and phrases easily, such as the same word spelled 2 different
ways, or that start with, end with or contain different possible characters.
*1234512345**234*seriali?elabel:needs_*name:admin*

Regular expressions need to be surrounded in forward slashes. To find serialize and serialise:
/seriali.e/

Note: If search term is in double quotes, it is not treated as a regular expression.

Name, labels, type, state & estimates

Name (name:)

Search for stories and epics by name or word(s) in a name.
If your label contains a space or colon, it must be surrounded in quotes.
name:"Exhaust ports are ray shielded"name:Exhaustname:Exhaust name:shielded

Labels (label:)

You can also click on a label name to automatically search this way. If your label contains a
space or parentheses, it must be surrounded in quotes.
label:"rebel scum"label:"(red squadron)"

Returns all created, updated and accepted stories on or within the specified relative time
periods, including the last day(s), week(s), or hour(s).
created:todayupdated:-1waccepted:-2weeks..today

Note: Dates are interpreted in your time zone.

IDs and Integrations

ID (id:)

Find a story with a particular ID (which can be found inside a story's details).
id:42

Integration (integration:)

Find all stories in a project that are linked to an external system via a specific
integration type (i.e., Zendesk, Other, more to
come in the future). A project's integrations can be found on the "Integrations" tab in
Project Settings.
integration:Zendeskintegration:Other

External ID (external_id:)

Find an externally linked story (in a project with an External Integration) with a particular
External ID (which can be found inside a story's details).
external_id:42

Has External ID (has:external_id)

Find all externally linked stories (in a project with an External Integration). You can't
currently pass a parameter or search for stories without an external link, so
has_external_id:true and has_external_id:false don't work. You must include the colon.
has:external_id

Done

Include 'Done' Stories (includedone:)

Include 'Done' stories from prior iterations (which appear in the 'Done' panel) in search
results. Default is false (do not show done stories).
includedone:true

Boolean Searches

Using the AND operator

The AND operator will match anything that matches both of its search terms. In order to find any finished stories by Rob, use the following search.
owner:Rob AND state:finished

Using the OR operator

The OR operator will match anything that matches on ore more of its search terms. To find something owned by Rob or Susan, use this search.
owner:Rob OR owner:Susan

Negating Search Terms

Any search term can be negated by simply prefixing it with a dash. So to search for any story that is not labeled as 'production', use the following query:
-label:production

Combining Boolean Terms

Any combination of search terms can be joined with AND and OR. Both of these terms have equal precedence, and group from left to right, so use parenthesis to group as necessary.
To search for stories with either 'one' and 'three' or 'two' and 'three', use the following search
((one OR two) AND three)

Combining AND, OR, and -

You can use the negation operator (-) inside nested boolean searches as you normally would. To find a story with one or two, and not three, use the following query.
((one OR two) AND -three)

Is there a limit to the number of stories that appear in search results?

For performance reasons, search results are limited to the first 500 matching stories, so it's
best to use the most specific search criteria possible.

How do I keep multiple search panels open?

Click on the pin icon
at the bottom of the Search Results panel and that panel will remain open until you close it. A new Search panel
will be opened the next time you search.

Can I save a search?

Yes. Click the Save Search icon
at the bottom of the Search Results panel in a project, and enter a name for the saved search. Your saved searches
appear in the Sidebar.

Saved searches cannot be edited, but you can delete them by clicking the (un)save search icon again at the bottom of the Search Results panel, so that it goes from blue to gray.

Note: It's not possible to save a search in a multi-project Workspace yet.

Velocity, Volatility, and Iterations

What is velocity?

Just like a speedometer that measures how fast you're hurtling through space, Tracker's velocity is a measurement of how fast your team completes stories.
Instead of miles or kilometers per hour, Tracker expresses velocity as the number of points completed per iteration
(normally a week).

Because Tracker stories are assigned point values instead of due dates, Tracker calculates velocity by averaging
the number of points you've completed over the past few iterations. In Tracker, past predicts future.

What is volatility?

Volatility is a measure of how consistent your project's velocity is. While velocity shows you what will be done,
based on the rate at which recent work has been completed, volatility shows how reliable that is. A low volatility
tells you that estimates are accurate and that you can be confident about what will be done in each iteration.

Read more about how volatility can help your team, and how it is calculated in
this blog
post.

Where is volatility shown?

You can see information about your most recently visited projects on the Dashboard, including their current
volatility. This is a percentage, computed using the number of recent iterations set by a project owner in each
project’s settings for Velocity Strategy. Mousing over the volatility shows you which iterations were used to
calculate volatility and velocity.

As well as the Dashboard, the Velocity chart in a project's Charts panel shows the running volatility over the
project's visible history. That history is the number of completed iterations shown in the Done panel. The default
"Number of Done Iterations to Show" can be updated in
Project Settings by a project owner.

What are iterations?

Iterations are just fixed increments of time, one week long by default. Tracker keeps a count of how many points
of stories your team gets accepted per each iteration, allowing it to calculate a running velocity (based on the
average points per the most recent N iterations), and project the number of future iterations remaining in the rest of
the backlog, based on prioritized stories and their estimates.

What is velocity good for?

Velocity allows Tracker to predict when work you've scheduled will be completed. Since stories in Tracker are
given estimates in point values, Tracker can track your performance and give more accurate estimates than wishful
due dates we all like to get stories done by.

What are points?

A point is a relative measure of complexity, and indirectly the effort to complete a feature story. At first,
it can be based on something concrete, like ideal engineering days, but over time, as your team gets used to
thinking in terms of points, they'll become natural and intuitive, and part of the team's daily language.

What point scales can I use?

When estimating a story, you choose a value from the project's point scale. Tracker supports three built-in point
scales: Linear (i.e., 0/1/2/3), Powers of 2 (i.e., 0/1/2/4/8), and Fibonacci (i.e., 0/1/2/3/5/8), but you can also
create your own custom point scale if your team is used to a specific one already.

To use your own set of point values for your project, go to your
Project Settings, choose Custom in the point scale
dropdown, and enter up to 12 numbers in ascending order, separated by commas. Points must be whole numbers in the
range of 0 to 999. When using a custom point scale, the estimate values will appear as numbers instead of the bars
that you see when using one of the default point scales. Unestimated stories will show the first five point values,
which you can click to select. If your point scale has more values, you can choose one of them to estimate a story
by clicking + on the right.

Note: It’s not possible to go back to a built-in point scale from a custom point scale. However, you can
edit a custom point scale as you wish.

What is iteration team strength?

Iteration Team Strength allows you to tell Tracker about variations in your team from iteration to iteration.
This helps you account for things like holidays, sickness, or other temporary team fluctuations.

For example, if half of your team leaves for a conference one iteration, you might set your the team strength of
that iteration to 50%. Likewise, if your team works all weekend to prepare for launching your product, you would set
the team strength to 140% (since they worked seven days instead of a normal five-day work week).

To change team strength for an iteration, click on the
icon in the iteration header. You'll see a little dialog box come up with a field for entering a percentage.
After you apply that percentage, it will appear in the header instead of the icon.

When an iteration has a custom team strength, the points in that iteration are converted into the number of points
the team would have completed at 100% team strength. As a result, team strengths between 1-99% (inclusive) increases
the number of points averaged for that iteration. Team strengths greater than 100% reduce the number of points in that
iteration that contribute to velocity.

Note: Iterations with 0% team strength are excluded from velocity calculation.

Can the length of a single iteration be adjusted?

Tracker emphasizes splitting your work into consistent iterations, so your team can focus on delivering real
value, every week instead of big future deadlines. That's why each iteration is always the same length.

But sometimes you're working on something that just can't be completed in a single iteration, or perhaps because
it's not possible to release features independently. Or perhaps your project is on hiatus for the summer.

In both cases, you can change the length of an iteration to reflect the special circumstances. In the case
where your project is on hiatus for the summer, you would change the iteration to last the entire summer and set
its Team Strength to 0%. Tracker will ignore this iteration and leave your velocity untouched.

To change the length of an iteration, click on the start date in the iteration header, and enter the
desired number of weeks in the pop-up window that appears. Iterations that have been adjusted will display with the start
and end date in a different color (yellow). To revert the change, click on the iteration's date again and click
Revert.

How exactly do team strength and iteration length affect velocity calculation?

Velocity is, to be precise, the sum of all "normalized" points completed over a given set of iterations (based on
Project Settings), divided by the combined length of
all those iterations, in weeks. "Normalized" points are the number of points the team would have completed in an iteration
at 100% team strength (more on that above).

The formula above always returns velocity per week. The project velocity Tracker displays is always multiplied by
the default iteration length, and rounded down to the nearest integer. For example, if your iterations are 2-weeks
long by default, Tracker will multiply the per-week velocity by 2.

How is Initial Velocity used?

When starting a new project, there are no past iterations with which to calculate velocity. In these cases, Tracker
uses an initial velocity that you can set in the Project
Settings page.

Initial velocity will also be used if you haven't completed any work at all for the past three iterations (or
however many iterations you've specified as the Velocity Strategy to average in Project Settings).

How can I change the velocity of my project?

You can experiment with overriding project velocity by clicking the velocity number in the Sidebar, but
that's only visible to you, until you revert the override or close your browser. You cannot change the actual
velocity, which Tracker calculates from previous iterations. Velocity is a reflection of how much your team can get
done in a single iteration. Artificially inflating this number can lead to missed deadlines and stressed programmers.
Your job is to estimate and prioritize your stories; let Tracker calculate what can be completed based on impartial
measurements of effort and time.

How do I maintain project velocity when restarting a project that has been on hold, paused, or stalled for a number of iterations?

If several iterations pass in which little or no work is done on a project, and then you resume work, you
will want to use your velocity from the last iterations in which you actually performed work. You can do this by
combining iteration length and team strength override:

Locate the iteration where the project was first "paused", and zero- or low-velocity iterations began.

Change the length of this iteration to include all of
your paused, zero- or low-velocity iterations.

Set the team strength for this custom-length iteration to zero or
the correct reduced strength for the period of time.

Now, the custom-length iteration with overridden team strength will only be counted as a single iteration in your
running velocity calculation, and the last iterations in which you actually
performed work will be included in the calculation.

Can I change how long iterations are, and when they start?

Your project settings determine how long your iterations are and when they start, with the defaults being
one week and Mondays. You can change this (in the
Project Settings page) to 1–3 weeks and any day of week.

How do I change the number of iterations included in the velocity calculation?

In Project Settings, you can change the
Velocity Strategy to include the past 1, 2, 3, or 4 iterations. The default is 3 iterations.

What is the current iteration?

The current iteration is the iteration that your project is on right now (this week, for one week iterations). It
contains all stories completed in the current iteration, as well as all started, finished, delivered, and rejected
stories. If there is room for more stories (from the top of the Backlog) based on your project's velocity, those
stories will automatically appear in the current iteration as well.

By default, Tracker combines your current iteration and the rest of your backlog in one panel. This is to give
teams a single, unified view of all prioritized stories. However, if you have clicked the split Current/Backlog icon
at the bottom of the Current/Backlog panel, your current iteration will display in its own panel.

Can we plan for more (or fewer) stories for the current iteration?

In general, we recommend letting Tracker plan your iterations automatically. There may be times, however,
when it may be preferable to commit to more (or fewer) stories than what Tracker estimates will be completed (e.g.,
early in the project, before velocity stabilizes).

To plan the current iteration manually, turn off the Plan Current Iteration Automatically on the
Project Settings page. In this mode, you'll have
full control over stories in the current iteration; the only stories that will appear there are any in-progress
stories, stories you've accepted since the start of the iteration, and stories you've explicitly moved there via
drag and drop.

You can mouse over the Manual Planning icon
at the top of the current iteration. This gives a reminder of the available modes, and quick access to
Project Settings, where you can return to
automatic planning and see where you are based on your velocity.

Note: Turning off automatic planning only affects the current iteration; you will still see future
iterations in the Backlog, calculated based on the project's velocity.

Why can't I estimate bugs and chores?

By default, only features (which are planned stories that provide immediate, direct business value) can be
estimated with points. In contrast to features, bugs and chores tend to emerge over time, and while they are a
necessary part of your project, they can be thought of as a constant drag on business-valued output - an ongoing cost
of doing business.

Tracker's automatic velocity calculation frees you from having to account for this cost, allowing you to focus
your planning on business value, risk, and prioritization. By measuring velocity in terms of features only, Tracker
can estimate how much real, business-valued work can be completed in future iteration, allowing you to predict when
project milestones might be achieved, and allow you to experiment with how any change of scope might affect such
milestones.

While discouraged, it is possible to enable estimation for bugs and chores in
Project Settings. However, it is not possible to
revert that setting once your project has any estimated bugs or chores.

Import & Export

How can I export stories/epics from my project?

You can export the entire project (including
epics) or
selected stories. Use the Export CSV option under Settings
in the Sidebar to export the entire project (or the entire Backlog/Icebox). You can also select some stories and
use the CSV option that appears at the top left after one or more stories are selected.

To export epics, use the Export CSV option under Settings
in the Sidebar and select All Epics in the options. This will download epics to a comma-delimited text file.

To export just the stories for an epic, open the epic’s stories panel and click Select All under the cog icon
at the bottom right of the panel. You can then use the CSV option that appears at the top left of the page.

Note: The first row in the exported CSV file contains column headers, which are required for the Import CSV.

Can stories and epics be imported from CSV?

Project owners can use the CSV file format to import stories and/or epics via the Export CSV option under Settings in the Sidebar.

Import can be used to update existing stories/epics, or create new ones, and both stories and epics can be imported from the same file.
If a row in the import file contains a value in the ID column, Tracker will attempt to update fields of the existing story or epic with
that ID (in the target project), otherwise it will create a new story or epic.

Note: It is not possible to update existing stories with new comments. Also, as every story has to have a Requester, when you create or update a story via CSV, if 'Requested By' is empty, the Requester will be set to the importer.

When importing epics, the Type field of the CSV import must contain the value 'epic' to indicate that the row is an epic.
Importing this example will result in one new story, and an update to an existing one:

Id,Title,Labels,Type,Estimate,Current State,Created at,Accepted at,Deadline,Requested By,Owned By,Description,Comment,Comment
100, existing started story,"label one,label two",feature,1,started,"Nov 22, 2007",,,user1,user2,this will update story 100,,
,new story,label one,feature,-1,unscheduled,,,,user1,,this will create a new story in the icebox,comment1,comment2

This example would result in one new epic, and an update to an existing one:

The first row of the import file must contain column headers. For stories, the only column that is required is "Title", all other columns
are optional. When importing epics, both the "Title" and "Type" columns are required.

Importing this example will create two new stories, and one new epic:

Title,Type,Description
first new story,, this will be the description for one new story
second new story,, and this will describe a second new story
and one epic,epic,this will be the description for one new epic

Certain columns (in an exported CSV file) are ignored during import, including iteration number and start/end dates, as well as the URL.
Also, possible values for Current State are Unscheduled (meaning the story is in the Icebox), Unstarted (i.e., in
the Backlog), Planned (i.e., in Current for manually planned projects), Started, Finished, Delivered, Accepted, and
Rejected. When importing stories and epics, possible values for Type include Feature, Release, Bug, Chore, and Epic.

When updating stories using the CSV Import, to change story estimate value to Unestimated, set the Estimate column value to "-1" in the CSV.

Can I edit or add new tasks to existing stories using CSV import?

Tracker currently only allows you to add tasks through CSV import when you're creating a new story.

Can I import stories/epics from one project into another?

Yes. Once you have the exported CSV file from a project, you can import it into any project you own. The topic above provides helpful tips. You can also clone stories and move them to another project.

Labels

What are labels for?

Labels are tags associated with stories. Use them to organize your Icebox and keep track of related stories
(e.g., all the stories for a feature or a release). They can help make aspects of your
workflow more visible and
call out stories that are blocked or need discussion.

How do I add a label to a story?

In an expanded story, or when creating a new story, click into the Labels field and type the name of the
desired label. If a label already exists that matches what you type, you'll see it appear in a list below the Labels
field. Click it, or use the down key to select it, and hit Enter. The down-arrow icon at the end of the Labels field
allows you to choose an existing label quickly with the mouse. You can also apply labels to multiple stories at once
by selecting multiple stories, and by using the Add/Remove Labels option
that appears at the top left of the Project page.

How do I use labels to find stories?

You can see all labels in the project in the Labels panel. Click Labels in the Sidebar to open it.
Clicking on a label will show all stories with that label. You can also click on labels next to story titles.

Can I remove a label from a story?

To remove a label from a story, expand the story and click x to the right of the label that you'd
like to remove. You can also select multiple stories and remove labels
using the Add/Remove Labels option
that appears at the top left of the Project page.

How can I rename or delete a label from a project?

Open the Labels panel by clicking Labels in the Sidebar. Hovering over a label in that panel reveals a
cog icon that allows you to rename or delete that label.

Note: Purple labels belong to epics
and only allow you to rename or show the stories for them. If you delete an epic from the Epics panel, its label
will be deleted, but the stories in it will remain. You can also convert a label to an epic via the menu for it in
the Labels panel.

Can I have a label belong to more than one project?

No. Labels are unique to each project. Similarly, stories, releases, and user roles are all project
specific. If you have labels with the same name in two different projects, searching by that label will only return
stories from the current project (unless you are in a
multi-project workspace).

Releases

What is a release story?

A release is a special type of story that represents a milestone in the Backlog. Releases may be tied to production
code pushes or they may simply represent a group of related features.

How do I organize stories for a release?

Organizing a release in Tracker starts with having a prioritized backlog of stories, grouping them with Epics and
tracking their completion with Releases. Epics can be thought of as containers used to group features together into
larger feature sets. Stories set to the Release type are markers that indicate a certain milestone in the backlog.
You can optionally set a deadline in a release marker as well.

Release markers should always go at the end of a set of prioritized stories that make up a release, rather than at
the beginning. As stories are completed, the release follows them through the workflow because as stories above the
release marker are finished, the release marker will make its way up the Backlog and into the Current panel. You can
drag stories above and below the release marker to indicate whether or not they will be included in the release. Once
all of the stories above the release marker are completed, you can click Finish on the release story.

How do I create a release marker?

A release marker is just a story that has its Type set to Release. While release markers frequently
represent the release of code to production, they can represent any milestone or deliverable that is meaningful for
a team, such as an iteration or internal beta. They can optionally have a date assigned to them. If a release is
tied to a date, the marker turns red once the date has passed.

How can I set a fixed date for a release?

When you create a release marker, you have the option of tying it to a specific date. When a release
marker is given a release date, if it is in Current or Backlog, a black release-date marker line appears at the
end of the iteration that the specified release date falls within. This helps make where you are in your release
more visible. The release marker itself will continue to appear just below the last story included in the release.
If a release marker is below the fixed date mark, it will turn red, indicating the release is in danger of being
completed after the deadline you set. As long as the release marker is in the same iteration as the fixed date,
it will continue to appear in blue.

Epics

How can my team plan and keep track of big features at a high level?

Epics allow your team to plan, discuss, and keep track of the progress of coarse-grained features or themes
at a level higher than individual stories. Epics are similar to stories, but they live in their own panel, and can
be arranged independent of stories in the Backlog, to make the project's big-picture priorities obvious to the whole
team. You can also use epics for design collaboration of big features, and make it easy for developers to find
assets (such as mock-ups) for a big feature that spans dozens of stories.

How do I link stories to an epic?

Epics are tied to stories via a special label, called the linked label. Apply this label to
stories to make them part of the epic. Labels linked to epics are purple, instead of the usual green.

You can also drag a story (or stories) from the Icebox or Backlog to an epic's story list panel to move that
story to that position and associate the story with the epic. To just link stories to an epic without moving them,
drag and drop stories on to the epic itself, in the Epics panel.

What is the difference between epics and releases?

Epics represent large features or themes, and tie multiple stories together, allowing those stories to be
interspersed with stories from other epics in the Backlog or Icebox. In contrast, releases represent specific
milestones in the Backlog, in terms of scope, with optional target dates.

I'm already using labels to keep track of big features; can I convert these labels to epics?

Yes. Open the Labels panel (via the Sidebar in your project), mouseover the label you want to convert, and
click the cog icon. Then click Convert to Epic in the drop-down menu.

How can I mark an epic as completed?

An epic automatically turns green to indicate that it's completed when all of its prioritized stories become
accepted. With all prioritized stories accepted, epics are considered completed even if they still have stories in
the Icebox, because on-ice stories tend to stay that way for a long time (or indefinitely). Completed epics with
accepted stories that are no longer in the current iteration (but are all in done, past iterations) get
automatically hidden from the Epics panel; click show done epics at the top to reveal them.

If I delete an epic, will all its stories go away?

Deleting an epic removes the epic itself, along with its description, comments, and file attachments, but it
does not delete any stories or the label itself. The label just converts to a regular (green) label.

How do the epic progress bars get scaled?

The multi-colored progress bars that you see in the Epics panel are a relative visualization of epic size
and progress, in terms of accepted/in-progress/prioritized/on-ice story states. The width of the bars are scaled
relative to the largest epic in the project. The size of each bar is calculated based on the estimates of stories
contained within each epic. Unestimated stories (including bugs and chores) are assumed to have a fractional point
value (0.5).

How can I tell when an epic is projected to be completed?

Hover over an epic’s multi-color progress bar with the mouse to see a more detailed breakdown, including an
estimated completion date. This date is the last day of the iteration that the epic's last prioritized story appears
in, in the Backlog.

How do I access favorite epics from the Sidebar?

You can save an epic’s Stories panel to the Sidebar by clicking the heart icon
at the bottom of the panel.

Then, after you’ve closed the panel, you can quickly reopen it from the Epics section of the Sidebar.

Click the heart again to remove it from the Sidebar, so that it goes from blue to gray.

Notifications and Following

When will Tracker send me email notifications?

By default, Tracker will send you an email notification for all projects you are a member or owner of, when
the following things occur:

a story you've requested is delivered for your acceptance

a story you own (are working on) is accepted or rejected

there is a new comment on a story or epic that you're following, or one you're explicitly mentioned in (more
on that below)

a story is assigned to you (i.e., someone makes you the owner of the story)

comments are added to stories and epics you follow

You can change the default settings and also choose to receive email for the following reasons:

when any new story or epic is created in your projects

for all comments in your projects

only for comments with explicit @mentions of you

for comments excluding source commits

for all story state changes

Note: You will not receive email notifications for actions you perform.
You can also mute general notifications from specified projects. You will only receive notifications from muted
projects if you are mentioned, unless you have selected "No comments" for both in-app and email notifications.

To control which email notifications you receive, go to your Profile (in the menu under your username), then the
Notifications Settings tab.

Replying to any email notification about a specific story or email will add that reply as a new comment.

When will Tracker show me in-app notifications?

By default, Tracker will show you exactly the same in-app notifications as email notifications (please
see above). You also have the same choices for the changes you can make.

You can mark each notification as read, mark all as read, or reveal the related story by clicking on its title.
If you are in the project a notification is from, it will expand. If you are not in the project a notification is
from, it will open in a new tab in full-page view. You can also open your notifications into a panel that persists
in your project so you have a real-time feed of notifications to easily respond to.

Note: You will not receive in-app notifications for actions you perform.
You can also mute general notifications from specified projects. You will only receive notifications from muted
projects if you are mentioned, unless you have selected "No comments" for both in-app and email notifications.

To control which in-app notifications you receive, go to your Profile (in the menu under your username), then the
Notifications Settings tab.

How can I follow specific stories or epics?

Stories and epics can be explicitly followed by checking the Follow This Story checkbox in the expanded
view of a story or epic. You will receive email and in-app notifications for all comments posted to stories or epics
that you follow, unless you've disabled such notifications on your Notifications
Settings page (see above).

If you're the requester or owner of a story, you follow that story automatically. You also become a follower of a
story or epic when you post a comment to it, or if someone mentions you in a comment (see next topic).

You can remove yourself as a follower, if you are not the story’s requester or owner, by unchecking the box to
the right of the Follow This Story checkbox. You can also mouse over the number of followers to see who they are.

Note: You cannot remove anyone but yourself as a follower of a story.

Is it possible to bring someone specific into the story conversation?

To make sure that a specific project member or owner receives notification about your comment, or to
simply add a person as a follower to a story or epic, you can mention them in a story comment by typing @, followed
by the first few letters of their name or username.

Note: Project viewers cannot be @mentioned or follow stories, since they are read-only. You'll see a
drop-down menu appear with matching members of the project. You can also click the add mention
() button
below the comment (it's the right-most button) to add a mention. Mentioning a person in a comment makes that person
a follower of the story or epic, and results in email notifications for subsequent comments (per their notification
settings).

Note: If you see the
icon in the
mention dropdown, it means that the person in the list has disabled their comment email notifications and will not
receive an email for your comment.

How can I see who is already following a story or epic?

Simply hover over the "N followers" link in the expanded view of a story or epic. You'll see a pop-up with
the names of everyone who is already following, and will
therefore receive an email when new comments are posted to the story or epic.

If you’d like to search for all stories and epics that you are following, use is:following in the
top right Search box.

Charts

What charts are available in Tracker?

The Release Burn Down chart shows progress through the release chosen in the drop-down. The graph shows the
actual burn-down of points up to the current iteration along with the projected burn-down line assuming the current
velocity is maintained. In addition, the necessary fixed burn-down rate is shown as a straight line starting with the
beginning of the release and hitting zero points at the end of the release. If a release is behind schedule the target
line will turn red. If a release is ahead of schedule the target line will be green.

The Current Iteration Burn-up chart shows progress through the current iteration. As stories are accepted their
points are added to the line. The target line starts at zero at the beginning of the iteration and increases at a
fixed rate to reach velocity at the end of the iteration. Falling below the line means the current iteration's
velocity is currently lower than the running average velocity. Being above the line means the current iteration's
velocity is currently higher than the running average velocity.

The Velocity chart shows the team's actual velocity in past iterations along with the running average velocity and
the mean velocity for the life of the project. The “Number of Done Iterations to Show” in Project Settings controls
the number of iterations along the X axis in the Velocity chart. A project owner can change this value.

The Story Type Breakdown chart shows the distribution of story types and points by iteration. The values can be
overlapping or stacked. The “Number of Done Iterations to Show” in Project Settings controls the number of
iterations along the X axis in the Story Type Breakdown chart. A project owner can change this value.

Click Charts in the Sidebar to see the Velocity, Current Iteration Burn-up, Story Type Breakdown and Release Burn
Down charts.

How do I update a chart to include changes I've made?

Charts react in real time to changes in the project.

Reports

How do I access reports?

The Reports link in the menu under your username at the top right of Tracker will take you to the various
reports available.

What is the Progress Report?

The Progress Report shows selected information about the stories in your projects. Select the proper date range
and the project of interest. By default, All Projects is selected. The list will show the title of every story that
changed state in the date range, along with the history and/or current state of the story, as selected.

The first column of checkboxes allows you to filter stories by Current State. The second column filters stories by
Story Type. The third column lets you select whether to show the History of each story (i.e., every state change and edit
in its life), the Current State of the story (in parentheses after the story name), both, or neither. If neither
checkbox is selected, only the story titles will be displayed.

Note: Progress Reports only show stories and history from within the last six months, for the selected
display options. In addition, they only show the first 1000 actions that occurred for the specified date range.

What are the Points Breakdown Reports?

These charts help you visualize the progress of your project as stories move through the different stages of
completion. Stories start out as Unstarted, then move on to Started, Finished, Delivered, and then Accepted (unless
they get Rejected). The different colored bars show the point totals of the stories that are in each state at the
end of each day. As days pass, you would expect the number of Unstarted stories to go down, and the number of
Accepted stories to go up. If any of the other groups are especially big, the chart may help you identify
bottlenecks in your workflow.

This breakdown is available for both the current iteration and the previous one. You can also use it to visualize
the development of your entire project for the last 15, 30, or 60 days. Stories in the Icebox, and stories that were
already done at the beginning of the period, are excluded from the totals.

Timekeeping

Is there a way to keep track of how much time I spend on projects?

Tracker does have basic timekeeping functionality that allows you to record how many hours you've spent on a
given project, per day, for record keeping or invoicing your clients. You'll need to enable this functionality for
your Account on the Account Settings page. To get there, click Accounts, under your username at the
top right of Tracker. Then click Manage Account, followed by Settings. After checking the Time
Tracking option, click Save Changes to enable basic timekeeping for the account.

I've enabled time for my account(s); now what?

You should see a Time link in the menu under your username at the top right of Tracker. Clicking that
will take you to a Time Tracker page, where you can enter time shifts for your projects as well as run and export
time shift reports.

You can enter shifts via the New Shift link. The section above it allows you to specify criteria for a report of
entered shifts; the Submit button just displays the shifts that match the criteria.

Can other people on my account enter time as well?

You can add additional "time enterers" via the Actions menu next to each of their names, on the Account
Members page. To get there, click Accounts under your username at the top right of Tracker. Then
click Manage Account, followed by Account Members.

Time enterers are those who can enter time on the account. Timekeepers are those who can administer time on the
account and view all time data associated with projects on the given account. Time enterers on the account will be
able to enter time against any project in this account.

Will Tracker keep track of how much time I spend on stories or projects?

No. Timekeeping is manual; Tracker only keeps track of your velocity at the level of a project. At Pivotal
Labs, we normally take a few minutes at the end of each day to record how many hours we spent on each client project,
for invoicing purposes.

File Attachments

Can I add file attachments to stories?

Attachments can be added to stories and epics in any project.

Open a story, use the Attach File button to select the file or files you'd like to
attach, and click Choose or Open, depending on your operating system.

Note: In all supported browsers except Internet Explorer, you can also drag files onto a story to attach
them. Make sure you see the “Drop files here” message before releasing the mouse button to drop to avoid
accidentally navigating away from a story with unsaved changes.

Files are stored on Amazon's Simple Storage Service (S3). You can upload
any number of files, but the size of each file must be 50 MB or less.

Where are the files actually stored?

How reliable is that, and do you back up files that are attached to stories in Tracker?

We rely on Amazon's S3 service for file attachments, and do not back them up ourselves. More information
about the reliability of the S3 service can be found in Amazon's
S3 FAQ, and their Service Level Agreement
(SLA) can be found here. We recommend maintaining your own copies of
files that you upload to Pivotal Tracker stories.

iOS App

Do you have a Tracker app for my iPhone and iPad?

Yes! The Pivotal Tracker iOS
app can be be installed on an iPhone or iPad running iOS 7 or later.

How do I sign in to the iOS app?

You need to use your Tracker password to sign in via the iOS app. If you've only ever signed in via Google,
you'll need to set a password on your Tracker login.

To do so, please sign in to Tracker in a web browser and click Profile in the menu under your username, at the
top right of the Tracker page. The Profile page will allow you to set a Tracker password (which can be different
from your Google password). Your username is also on the Profile page.

How do I use the iOS app?

Here are a few highlights to get you started in the iOS app:

After signing in, you can select a project and view its stories. Use the to switch between
projects. From here you can view general app settings or sign out.

From the Backlog, Icebox, or an epic’s stories panel, you can add stories to the project. Just fill in the name
and the story type. After a story is created, you can add tasks, comments, or attachments.

To create a comment, go to the end of the comments section and tap the Add Comment button. To upload images from
your phone, tap the camera button and an image chooser will appear.

You can also take screenshots and annotate them prior to upload. Drop an annotation pin on the image about to be
uploaded and add a comment.

Developer API

Does Tracker have an API?

Yes. Tracker has a comprehensive RESTful HTTP API that allows developers to extend Tracker's functionality
and integrate with other tools that your team might be using. For documentation and examples, see
API Help.

Where can I find my API Token?

Your token API allows you to authenticate against the API, and/or third-party tools that access your Tracker
projects via the API. You can find your token at the bottom of your Profile page, in the
menu under your username, at the top right of Tracker. If you don't have a token yet, click Create New Token.

How do I remove or replace an existing token?

To invalidate an existing token, click Remove Token on your Profile page. You can
also replace your existing token by clicking Create New Token. Any application using a token that's been removed
or replaced will no longer have access to your Tracker data.

Note: Changing your password replaces your API token automatically.

How do I use my API token securely?

Your API token allows access to data in all projects of which you are a member. It should be kept private,
like any other credentials. If you're writing a script or program that accesses the API, do not pass the token in
cleartext (use HTTPS exclusively), and do not embed your token with your code if that code is visible to others.
This is especially important with JavaScript, since JavaScript code is visible to anyone that has access to the page
it's running on.

If you suspect that your API token has been compromised, remove or replace it on your
Profile page (see above).

Can I disable API access to my project?

API access to projects is enabled by default. A project owner can disable API access to the project in
Project Settings. Disabling API access for a project
will make it accessible via the Tracker web application only. You will not be able to access this project via mobile
apps.

Integration

How can I integrate Tracker with other applications?

Tracker allows you to prioritize and collaborate on stories that were imported from and linked to resources
in other applications (e.g., bug-tracking tools, customer support ticket systems, etc.).

Integrations can be enabled and managed in Project
Settings on the Integrations tab. If you're in your project, you can choose Configure Integrations
after clicking the Settings icon
toward the top right of the Sidebar.

If you don't have a Tracker password, go to your Tracker Profile page, enter a new
password, and click Save.

Scroll down and click Remove in the Google Profile header.

Sign out of Tracker.

Go back to the Tracker Sign In page, and click Sign in with Google again.

After signing in via Google, enter your Tracker username or email, and the password chosen above, in the
Existing Tracker User section on the left side of the displayed form. Your Tracker login will now be associated
with your Google identity, and from now on you can just click Sign in with Google to sign in to Tracker.

Note: The "remember me" checkbox on the Tracker Sign in page, only applies to
your Tracker login and password. Google's equivalent is the "Stay signed in" option on their sign in page.

Why am I getting "duplicate email" or "email taken errors" when trying to sign in via Google?

If you're seeing a duplicate OpenID email warning, it may be because you have signed in to Tracker with
a different email address than your OpenID email. In that case, please use that email address and your Tracker
password under Existing Tracker User, to link to your OpenID email address correctly.

If you see a message about your email being in use, it means that Tracker already has a login for you. If you
don’t remember your Tracker password, you can use the Forgot Password link on the Tracker
Sign In page. If you’ve really never used Tracker before, you won’t receive a password reset
email and you have probably been "invited" to a Tracker account or project already by a coworker. If so, you
should have received an invitation email that contains an activation link (if you can’t find it, please check your
spam folder). You must activate your login by following the link in the invitation email. You can then associate
your login with your Google Apps domain identity during the activation process.

How do I add Google Drive files to a story?

You don’t even need to sign in with Google to add Drive files to your stories. Clicking the Drive icon in
an expanded story will either use the Google identity you are currently signed in with or prompt you to sign in to
Google.

Then if you haven’t already granted permission, you’ll be asked to allow Tracker to show you (and only you) a
list of your recent Drive files.

Note: Even after they are added, no-one can open any of your Google files, unless you’ve shared those
files with them in Drive.

If you are signed in with more than one Google identity you might not see the Drive items you’re expecting.
Google controls what’s displayed when you click the Drive icon, so please check which Google account you give (or
gave) permission for.

For those of you who do wish to sign in with Google, but not add Drive documents to stories, you might like to
make sure access permissions are set correctly for that.

Just sign out of Tracker then go to your
Google account’s Security page to
remove permissions for Tracker there. Then, when you sign in to Tracker again with Google, you will only be asked
to allow Tracker to view your email address and basic profile info.

Miscellaneous

How can I merge two logins?

Send an email from both email addresses to tracker@pivotal.io so that we can verify that you own
both user accounts. Be sure to specify the email to be removed along with the email you want to keep.

Which browsers can I use?

Pivotal Tracker supports recent versions of Chrome, Firefox and Safari, as well as Internet Explorer 10 and 11. Please disable any compatibility mode settings in Internet Explorer, as these are known to cause problems
with Tracker.

How do I refresh my view?

You don't need to explicitly refresh anything. Tracker automatically updates itself with changes made by
other users. The browser client polls every few seconds for changes and updates the view immediately.

Are there keyboard shortcuts?

Yes, for some of the more common actions, including showing/hiding panels, adding stories, and searching. On the project page, type "?" to see help on keyboard shortcuts.

You can also click Keyboard Shortcuts under Help & Updates toward the top right of Tracker.

How do I help ensure that Tracker email notifications are delivered to my inbox?

Tracker sends emails from "notifications@pivotaltracker.com" and
"tracker-noreply@pivotaltracker.com". Add these addresses as allowed contacts, or
indicate that these senders are not spam.

I signed up or was invited to a project, why didn't I get an email?

If emails from us aren't in your spam folder, it is possible we received bounce-backs from your email system.
This could be due to a typo in the email address or a problem with your email account.

As well as checking with your email administrator it can help to add
"tracker-noreply@pivotaltracker.com" and
"notifications@pivotaltracker.com" as allowable senders and/or contacts to help
with receiving emails in the future from Tracker.

Why can't I sign in to Tracker or reset my password?

If multiple attempts to sign in fail, for security, we automatically suspended the login. Please contact
Support so we can re-enable the login for you.

Note: Someone's login being suspended also temporarily removes them from the account and project member
lists. If someone tries to re-add them to the account or project they will see a message saying the user ID is
already taken.

Can I subscribe to Tracker activity using my RSS/blog reader?

Yes. You can subscribe to the activity in a particular project, or to your combined activity feed using any
blog reader that supports Atom, via the Projects page (found by clicking the right side of
the Pivotal Tracker logo or project name at the top left of Tracker, then clicking Show All Projects).

If you don’t see any RSS subscribe icons,
it’s
because they only appear if the Enable RSS/Atom option is selected in
Project Settings.

Can I follow my projects on Twitter?

You can set up a Twitter account for your project, and configure Tracker to send tweets to that Twitter
account, on the Integrations tab. If you're in your project, you can choose Configure Integrations
after clicking the Settings icon
toward the top right of the Sidebar.

We use Campfire for team chat. Can we see what's going on in our Tracker project there as well?

Yes. You can enable Campfire integration with your project, and see project activity in your Campfire room.
See the Integrations help page for details.

How does Tracker work with time zones?

Tracker defaults your time zone based on your browser or operating system setting, but this can be changed
on your Profile page. All dates and times that you see in Tracker will be adjusted based on
your time zone. Projects also have time zones that default to the time zone of the user who created it, but these
can also be changed in Project Settings. The
project's time zone controls when iteration boundaries occur. If a project's iterations start on Mondays, and its
time zone is PST, new iterations will start on Mondays at midnight PST. Everyone in the world will see the new
iteration at that same time, even though they may be in different time zones. Someone in New York, for example,
won't see the new (current) iteration until 3:00 am their time.

Can I use emojis in Tracker?

Emojis can be added to the Description and Comments in stories only. We are currently using the
Emoji for PHP library to render them.

Notes: For emojis that have more than one word in them, you need to replace spaces with underscores e.g.
:thumbs_up_sign:

We currently only support Unicode 5.0 (and below) characters and emoji.